I have been a user of Turbo Tax for many years and this year has been a very bad experience. Very riddled with errors. Especially when dealing with 529 distributions. Was not worth the price I paid for the software and I will more than likely move to another poduct.

There are issues with the software. Editing of dates could be much better. Why are you allowing users to put future dates in the date fields for estimated taxes. I put the date 11/28/2026 in an estimated tax payment field for the 3rd quarter of 2025. It wasn't flagged and it caused a miscalculation of my state taxes. Also my location information for state return should be automatically imported from last year's return.

E-filing was tedious. It required a passkey to gain access to Turbotax in order to pay by credit card. Once paid, it took 3 times to check for updates, and then the Turbotax servers were busy! Very frustrating. Regarding the program, there were no provisions to see where numbers were coming from nor to edit, as in the older versions.

Initially, I recalled I had purchased 2025 TurboTax immediately after submitting 2024 Tax Returns, but is was not user friend when I first attempted to find that I had... but thankfully I had email, so I kept digging, as it first, it was asking me to set up another profile and I may have ended up purchasing a 2nd time. Also, two or three times I had to enter my new address that I have been using for 5 years.... yet it had two older addresses that I had to correct at different points in the process - again, this was confusing. It would be helpful to have more video examples of how to complete forms, such as the HSA form, etc.

The product is much "glitchier" than it has ben in the past. It crashed on me twice ... and there were no auto-backups. As a result, I had to start anew (I learned after the first crash to do periodic manual saves.) Moreover, on several occasions it took me down random rabbit holes (Canadian pension??)

Had to utilize a tax expert - not for any tax assistance per se, but I could not e-file our returns. The linkage to pay the fee to e-file for CA was linked to your tax Assistance feature, which was declined. As it turns out this prevented up from e-filing and accepting our banking info. My recommendation is to make the features separate. I was concerned if I waited until the last minute, I might not have filed on time.

I'm doing multi-state filing using the software, and was very confused as the software made me choose the resident/non-resident option when other AI tools were telling me to choose partial resident filing due to my partial existence between different states. That led me to pay extra for possible defense and confirmation, but software itself gave me little confidence while navigating

The worst filing experience ever. I've been using TT desktop since it was on 5.25 discs and this year it was painful. The TT site only wanted to start a filing online, questions were never answered. When I attempted to access TT2024 which was still installed on my desktop I needed an activation number to view after it updated?? Constant upgrade requirements, annoying digs for more money... Next year I'm finding another filing method

No help with Special Situations. I have an Inherited IRA with a basis, which means I'm supposed to file a form 8606. But because Turbo Tax can't handle this situation, I'm forced to use their 8606-S, for spouse. Because I file single, I get about 15 errors during the final review and can't submit electronically. Also, Turbo Tax still can't handle all of the entries in Box 14 for New Jersey. You woudl think a state with as many filers as New Jersey would prompt Turbo Tax to make the necessary changes. But I'm still forced to quess how to handle many of these items.

My comments are found below. I would rate this survey as no stars since I am required to put a certain number of characters in each of these boxes before you will accept my review. I have just added this sentence because once again this survey was rejected because apparently someone else used the nickname Pickle.